Our Team

team-full
 

We encourage you to explore our site and learn more about the individuals that have helped to make Synergy Financial Group (SFG) the firm it is today. Each member of SFG is dedicated to making a difference and servicing the needs of every client. We invite you to get to know us! Learn more about our team below.

 
 

Ariosa, Adam
Adam S. Ariosa
CFP® AAMS®
Batton, Heller
Heller Batton
Director of First Impressions
Carne, Tim
Timothy Carne
CIMA®
Conroy, Joe
Joseph C. Conroy
CFP®
Crabb, Mike
Michael Crabb
AAMS®
Joey DelliSanti
Joey DelliSanti
AIF® PPC®
James Ellis
James Ellis
CPA
Anna Fink
Anna Fink
CPA
Fischer, Anna
Anna Fischer
Assistant to Clay McNally
Eric Hart
Eric Hart
Horchar, Christina
Christina M. Horchar
Director of Operations
Koehnlein, Barbra
Barbra Koehnlein
Client Service Associate
Leitch, Larry
Lawrence N. Leitch
AIF® ChFC® CLU® REBC®
McNally, Clay
Clay McNally
CLTC®
Pegher, Ken
Kenneth Pegher
Branch Operations Manager CSCP®
Phelan, Paul
J. Paul Phelan
Director of Financial Institutions
James R. Salamone, Sr.
James R. Salamone, Sr.
Sciarrino, Cathy
Catherine Sciarrino
Operations Manager
Roger M. Shorr
Roger M. Shorr
CFP® ChFC® CLU®
Spurrier, Steve
Stephen M. Spurrier
AIF®
Samantha Stalter
Samantha R. Stalter
Client Service Associate
George Van Dyke
George Van Dyke
Vermeulen, Greg
Gregory Vermeulen
AAMS®
Watson, Amber
Amber Watson
Wealth Advisor Assistant